Manage positions
Positions in Zoho Shifts define the role an employee would perform during their shift. This article walks you through creating and managing positions for your organization and using them effectively to support your scheduling needs.
How positions work
A position is a specific job or duty required for a particular shift. Schedulers can assign positions to identify employees eligible to work shifts, or use them to let employees know what work they are assigned for those shifts. While multiple positions can be assigned for an employee, they only work for one position for the shift created. Schedulers can also assign wages based on the positions each employee is working for the shift.
For example, if your organization has different job roles such as barista, waiter, cashier, or technician, you can create separate positions and assign them to employees based on the roles they are qualified for, and use positions for role-based scheduling shifts. Employees can work, trade, and pick shifts based on the positions they are assigned to.
Before you start
To create or modify positions, you’ll need the Administrator access level or the Add, edit positions permission enabled.
To create a position
By default, Zoho Shifts creates a Default Position. You can use it or create new positions and manage employees' job titles.
- Navigate to the Settings menu in the top-right corner.
- Select Positions under Organization.
- Click +Add Position.
- Enter the Name and pick a color to color-code the position.
- Choose All Schedules or Specific Schedules to assign the positions to the schedules.
- Select the Schedules you want to assign for the position if you have chosen Specific Schedules.
- Click Save Position.
To delete a position
Deleting a position in Zoho Shifts removes it from the organization’s position list, and no new shifts can be created with that position. The position will also be removed from employees' profiles. For both published and unpublished shifts already created using the deleted position, the position will be marked as deleted in those shifts, but employees can still work on them.
To delete a position, click the Delete icon next to the position, review the confirmation message, and select Yes, Delete to confirm.
To assign or update a position
To assign or update an employee’s position, you’ll need the Administrator access level or the Add, edit employees permission. Managers can update positions only for employees within the schedules they’re assigned to.
- Go to the Employees tab.
- Click More actions (•••) next to the employee and select Edit.
- Open the Job tab.
- Select or remove the required Positions for the employee.
- Click Save at the bottom of your screen.
To assign positions in bulk
Select the employees using the checkboxes next to their names, or use the checkbox in the Employees header to select all. Click More, choose Assign Position, select the position, and click Save.
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